Road to Retirement

In this episode we talk about financial steps to take before the end of the year.

During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.

What is a Roth conversion and why is it so important? We talk about why you might want to make a Roth conversion and how to avoid mistakes.

In this episode, we'll cover everything you need to know about this important time of year, including what plans are available, how to compare them, and what to do to make sure you're getting the best coverage for your needs. Stay tuned for tips on how to save money and get the most out of your Medicare benefits.

During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.

In this episode we talk about the things people wish they had known or done before retirement.

In this episode we talk about where are at with the economy and the markets and where we might be headed.

Everyone has a unique financial puzzle. How does it all fit together? In this episode we discuss what you need to know to fit your puzzle pieces together!

In this episode, Chris talks about which documents in your life (such as for your investments, finances and estate) are most important, and how to keep them organized.

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